Filed May 20, 2012 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,548 | $64,517-29.4% | $81,438-44.1% | $80,874-43.7% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.6%+32.4pp |
| Annual return | 11.08% | 16.35%-5.3pp | 24.74%-13.7pp | 35.62%-24.5pp |
| Employer contribution / active EE | $2,822 | $1,982+42.4% | $2,460+14.7% | $2,756+2.4% |
| Participant deferral / active EE | $5,758 | $3,096+86.0% | $3,883+48.3% | $4,297+34.0% |
| Admin fee / account holder | $2,921 | $5,677-48.6% | $5,764-49.3% | $6,935-57.9% |